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RATIONAL ADVISORS, INC.

Q2 2026 · 13F-HR

RATIONAL ADVISORS, INC.holdings as filed

Filed 2026-07-24 · accession 0001580642-26-004576

$1.09B
Reported value
195
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$72.8M6.67%735,041CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$72.7M6.67%990,343CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$72.7M6.67%3,142,160CommonSOLE
464287200IVVISHARES TR$52.3M4.80%69,863CommonSOLE
37954Y293MLPXGLOBAL X FDS$49.2M4.51%667,709CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$45.9M4.21%151,497CommonSOLE
97717Y790NTSXWISDOMTREE TR$43.4M3.98%735,041CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$41.1M3.77%905,679CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$35.8M3.29%151,497CommonSOLE
922908363VOOVANGUARD INDEX FDS$34.7M3.18%50,476CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$32.4M2.97%1,366,280CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$28.2M2.59%499,379CommonSOLE
464287242LQDISHARES TR$24.6M2.25%225,180CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$24.1M2.21%291,785CommonSOLE
37954Y657PFFDGLOBAL X FDS$23.6M2.16%1,262,475CommonSOLE
78464A375SPIBSPDR SERIES TRUST$19.9M1.83%594,978CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$19.2M1.76%25,677CommonSHARED
25434V872DFCFDIMENSIONAL ETF TRUST$16.0M1.47%378,744CommonSOLE
78464A854SPYMSPDR SERIES TRUST$15.3M1.40%173,941CommonSOLE
464288620USIGISHARES TR$14.4M1.33%281,728CommonSOLE
464288638IGIBISHARES TR$14.4M1.32%271,160CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$12.0M1.11%448,880CommonSOLE
018802AE8ALLIANT ENERGY CORP$11.0M1.01%9,980,000CommonSHARED
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$10.2M0.94%11,367,000CommonSHARED
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$10.1M0.93%8,920,000CommonSHARED
060505682BAC 7.25 PERP LBANK OF AMER CORP$10.1M0.93%8,048CommonSHARED
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$10.0M0.92%201,000CommonSHARED
95040Q104WELLWELLTOWER INC$9.9M0.91%43,800CommonSHARED
92939UAR7WEC 4.375 06/01/29WEC ENERGY GROUP INC$9.8M0.90%7,944,000CommonSHARED
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$9.8M0.90%8,169,000CommonSHARED
29786AAN6ETSY 0.25 06/15/28ETSY INC$9.5M0.87%10,430,000CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO & CO$9.5M0.87%8,200CommonSHARED
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$9.4M0.86%9,102,000CommonSHARED
46432F842IEFAISHARES TR$8.9M0.81%91,784CommonSOLE
02079K404ALPHABET INC$8.8M0.81%173,300CommonSHARED
808524631SCYBSCHWAB STRATEGIC TR$7.9M0.73%302,994CommonSOLE
64110L106NFLXNETFLIX INC.$7.2M0.66%101,534CommonSHARED
23804LAD5DDOG 0 12/01/29DATADOG INC$7.1M0.65%5,020,000CommonSHARED
40131MAB5GH 0 11/15/27GUARDANT HEALTH INC$6.8M0.62%5,429,000CommonSHARED
18915MAF4CLOUDFLARE INC$6.4M0.58%5,023,000CommonSHARED
02079K305GOOGLALPHABET INC$5.9M0.54%16,374CommonSHARED
40637HAD1HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC$5.7M0.52%5,110,000CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$5.4M0.49%5,780,000CommonSHARED
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$5.3M0.49%5,576,000CommonSHARED
958102105WDCWESTERN DIGITAL CORP$5.3M0.49%8,300CommonSHARED
097023204BA 6 10/15/27BOEING CO$5.3M0.48%78,000CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4.9M0.45%10,259CommonSHARED
67066G104NVDANVIDIA CORPORATION$4.9M0.45%24,357CommonSHARED
615394202MOG/AMOOG INC$4.6M0.42%10,800CommonSHARED
037833100AAPLAPPLE INC$4.5M0.41%15,510CommonSHARED
023135106AMZNAMAZON COM INC$4.5M0.41%18,698CommonSHARED
808524698SCHISCHWAB STRATEGIC TR$4.2M0.38%184,358CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$4.1M0.38%112,700CommonSHARED
45073V108ITTITT INC$4.0M0.36%20,000CommonSHARED
92206C771VMBSVANGUARD SCOTTSDALE FDS$3.9M0.36%84,165CommonSOLE
532457108LLYELI LILLY & CO$3.9M0.36%3,236CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$3.3M0.30%2,712,000CommonSHARED
842587DZ7SO 4.5 06/15/27SOUTHERN CO$3.1M0.28%2,820,000CommonSHARED
931142103WMTWALMART INC$3.1M0.28%27,294CommonSHARED
48251W500KKR 6.25 03/01/28 DKKR & CO INC$2.8M0.26%69,800CommonSHARED
01741R102ATIATI INC$2.8M0.25%14,100CommonSHARED
92826C839VVISA INC$2.8M0.25%8,100CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$2.6M0.24%22,340CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$2.5M0.23%35,238CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M0.23%4,981CommonSHARED
58733R102MELIMERCADOLIBRE INC$2.4M0.22%1,425CommonSHARED
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.4M0.22%2,522CommonSHARED
03831W108APPAPPLOVIN CORP$2.3M0.21%4,423CommonSHARED
82889N772PINKSIMPLIFY EXCHANGE TRADED FUN$2.2M0.20%56,100CommonSHARED
369604301GEGE AEROSPACE$2.1M0.19%5,500CommonSHARED
594918104MSFTMICROSOFT CORP$1.8M0.16%4,806CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$1.7M0.16%5,172CommonSHARED
78468R663BILSPDR SERIES TRUST$1.6M0.15%17,970CommonSHARED
422806109HEIHEICO CORP NEW$1.6M0.15%4,600CommonSHARED
02079K107GOOGALPHABET INC$1.6M0.14%4,473CommonSHARED
11135F101AVGOBROADCOM INC$1.6M0.14%4,140CommonSHARED
464286343POWRISHARES INC$1.5M0.14%53,132CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$1.5M0.14%12,515CommonSHARED
30231G102XOMEXXON MOBIL CORP$1.5M0.14%10,802CommonSHARED
90214Q105WLDRTWO RDS SHARED TR$1.2M0.11%26,563CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.11%2,024CommonSHARED
00287Y109ABBVABBVIE INC$1.2M0.11%4,574CommonSHARED
09260D107BXBLACKSTONE INC$1.1M0.11%9,754CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.10%6,000CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.1M0.10%2,370CommonSHARED
244199105DEDEERE & CO$1.1M0.10%1,694CommonSHARED
893641100TDGTRANSDIGM GROUP INC$1.1M0.10%790CommonSHARED
16411R208LNGCHENIERE ENERGY INC$1.1M0.10%4,400CommonSHARED
464288760ITAISHARES TR$1.0M0.09%4,172CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$990,1310.09%979CommonSHARED
81369Y308XLPSELECT SECTOR SPDR TR$984,5460.09%11,852CommonSHARED
166764100CVXCHEVRON CORPORATION$982,6250.09%5,928CommonSHARED
149123101CATCATERPILLAR INC$966,9290.09%908CommonSHARED
12504L109CBRECBRE GROUP INC$956,2990.09%7,100CommonSHARED
47775AAA9JOBY 0.75 02/15/32JOBY AVIATION INC$913,3490.08%1,007,000CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$895,6830.08%2,155CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$831,0230.08%2,482CommonSHARED
84615Q103SPCXSPACE EXPLORATION TECHN CORP$826,1080.08%4,835CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$799,0670.07%27,244CommonSHARED
607828100MODMODINE MFG CO$798,6570.07%2,991CommonSHARED
040413205ANETARISTA NETWORKS INC$789,9420.07%4,650CommonSHARED
37954Y830COPXGLOBAL X FDS$776,5500.07%10,089CommonSHARED
404280406HSBCHSBC HLDGS PLC$764,0480.07%8,035CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$761,6220.07%2,421CommonSHARED
66987V109NVSNOVARTIS AG$760,5620.07%4,853CommonSHARED
81369Y209XLVSELECT SECTOR SPDR TR$754,9040.07%4,758CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$744,0770.07%4,233CommonSHARED
253868103DLRDIGITAL RLTY TR INC$721,0140.07%4,015CommonSHARED
88160R101TSLATESLA INC$582,1100.05%1,384CommonSHARED
30303M102METAMETA PLATFORMS INC$522,1700.05%927CommonSHARED
92189F676SMHVANECK ETF TRUST$493,8850.05%753CommonSHARED
G29183103ETNEATON CORP PLC$490,8900.05%1,152CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$482,8840.04%1,416CommonSHARED
22052L104CTVACORTEVA INC$479,3450.04%5,660CommonSHARED
595112103MUMICRON TECHNOLOGY INC$476,7220.04%413CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$476,6510.04%1,695CommonSHARED
219350105GLWCORNING INC$469,2250.04%1,837CommonSHARED
80004C200SNDKSANDISK CORP$345,6070.03%152CommonSHARED
N07059210ASMLASML HLDG NV$288,4690.03%145CommonSHARED
969457100WMBWILLIAMS COS INC$233,5020.02%3,141CommonSHARED
038222105AMATAPPLIED MATLS INC$216,9000.02%300CommonSHARED
512807306LRCXLAM RESEARCH CORP$203,6650.02%470CommonSHARED
17275R102CSCOCISCO SYS INC$170,4340.02%1,451CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$165,3790.02%322CommonSHARED
68389X105ORCLORACLE CORP$154,9030.01%1,057CommonSHARED
482480100KLACKLA CORP$148,4410.01%492CommonSHARED
437076102HDHOME DEPOT INC$130,1390.01%369CommonSHARED
464287457SHYISHARES TR$120,1270.01%1,463CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$101,8530.01%873CommonSHARED
882508104TXNTEXAS INSTRS INC$100,1520.01%336CommonSHARED
G54950103LINLINDE PLC$88,2200.01%170CommonSHARED
025816109AXPAMERICAN EXPRESS CO$83,8860.01%248CommonSHARED
747525103QCOMQUALCOMM INC$72,2530.01%391CommonSHARED
031162100AMGNAMGEN INC$72,0620.01%199CommonSHARED
872590104TMUST-MOBILE US INC$67,4270.01%402CommonSHARED
002824100ABTABBOTT LABORATORIES$58,4370.01%644CommonSHARED
09290D101BLKBLACKROCK INC$57,6940.01%60CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$52,0960.00%131CommonSHARED
79466L302CRMSALESFORCE INC$48,4080.00%309CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$45,6990.00%92CommonSHARED
548661107LOWLOWES COS INC$45,6410.00%207CommonSHARED
701094104PHPARKER-HANNIFIN CORP$44,9940.00%46CommonSHARED
78409V104SPGIS&P GLOBAL INC$44,7990.00%110CommonSHARED
863667101SYKSTRYKER CORPORATION$43,4480.00%138CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$42,7950.00%84CommonSHARED
34959E109FTNTFORTINET INC$41,9380.00%273CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$38,2830.00%102CommonSHARED
29444U700EQIXEQUINIX INC$37,5260.00%36CommonSHARED
81762P102NOWSERVICENOW INC$37,2300.00%375CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$33,5930.00%150CommonSHARED
126408103CSXCSX CORP$33,2710.00%700CommonSHARED
40412C101HCAHCA HEALTHCARE INC$32,3610.00%83CommonSHARED
94106L109WMWASTE MGMT INC DEL$32,3180.00%145CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$31,6770.00%92CommonSHARED
871607107SNPSSYNOPSYS INC$31,2250.00%70CommonSHARED
12572Q105CMECME GROUP INC$29,5910.00%134CommonSHARED
00724F101ADBEADOBE INC$29,3180.00%143CommonSHARED
615369105MCOMOODYS CORP$28,5340.00%63CommonSHARED
461202103INTUINTUIT$26,6220.00%102CommonSHARED
G0403H108AONAON PLC$26,5350.00%80CommonSHARED
125523100CITHE CIGNA GROUP$26,4650.00%96CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$25,9750.00%51CommonSHARED
172908105CTASCINTAS CORP$25,6820.00%151CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$24,6220.00%200CommonSHARED
760759100RSGREPUBLIC SVCS INC$23,6520.00%111CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$22,6200.00%530CommonSHARED
464287440IEFISHARES TR$21,8460.00%231CommonSOLE
03073E105CORCENCORA INC$20,0920.00%71CommonSHARED
05464C101AXONAXON ENTERPRISE INC$17,3790.00%31CommonSHARED
23331A109DHID R HORTON INC$17,2650.00%106CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$16,8950.00%78CommonSHARED
631103108NDAQNASDAQ INC$16,0790.00%204CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$15,7470.00%86CommonSHARED
45168D104IDXXIDEXX LABS INC$15,2670.00%29CommonSHARED
55354G100MSCIMSCI INC$15,1210.00%27CommonSHARED
929160109VMCVULCAN MATLS CO$14,4550.00%49CommonSHARED
052769106ADSKAUTODESK INC$14,3870.00%74CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$14,3460.00%108CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$13,4690.00%121CommonSHARED
46266C105IQVIQVIA HLDGS INC$12,5590.00%65CommonSHARED
98978V103ZTSZOETIS INC$10,5630.00%147CommonSHARED
217204106CPRTCOPART INC$9,1900.00%326CommonSHARED
92343E102VRSNVERISIGN INC$9,0560.00%36CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$8,9750.00%25CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$8,7360.00%36CommonSHARED
526057104LENLENNAR CORP$8,4160.00%93CommonSHARED
337738108FISVFISERV INC$7,6520.00%156CommonSHARED
775711104ROLROLLINS INC$7,3460.00%176CommonSHARED
294429105EFXEQUIFAX INC$6,3490.00%40CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6,3000.00%46CommonSHARED
22160N109CSGPCOSTAR GROUP INC$4,3900.00%155CommonSHARED
73278L105POOLPOOL CORP$3,6530.00%17CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$3,5810.00%26CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$3,5500.00%32CommonSHARED
831865209AOSSMITH A O CORP$3,4500.00%55CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.